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CA United States

December 2022

Maximizing Your Retirement Plan Goals and Mitigating Your Fiduciary Risk

Thursday, December 8 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests

In this program you will get an overview of ERISA fiduciary responsibilities pertaining to qualified retirement plans. We will review how plan sponsors can establish prudent fiduciary processes and maximize retirement outcomes for plan participants. You’ll learn current retirement plan Best Practices and understand and benchmark plan fees. We will cover the different types of fiduciaries and industry trends and offerings. Describe ERISA fiduciary responsibilities and risk factors Understanding fees and expenses and determine reasonableness Discuss Best Practices and considerations…

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